Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Starwood Ppty Tr Inc (STWD)

511 + Investors. Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — STWD

Based on 522 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
522 hedge funds hold STWD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STWD is almost the same as a year ago (+10 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

263 buying245 selling
Last quarter: 263 funds bought or added vs 245 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 78 → 71 → 63. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 17% new
340 out of 522 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+8% value, -35% shares)

Value
+7%
Shares
-34%
Last quarter: total value of institutional STWD holdings rose +8% even though funds reduced share count by 35%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~63 new funds/quarter

61 → 69 → 78 → 71 → 63 new funds/Q
New funds entering each quarter: 69 → 78 → 71 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 537 holders: 368 (69%) are 2+ year veterans, 63 entered 1–2 years ago, and 106 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
54 of 516 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in STWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STWD

In 2026 Q2, 263 hedge funds were net buyers of STWD (63 opened a new position, 200 added to an existing one), while 245 reduced or exited (173 trimmed, 72 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 63% of total institutional value in STWD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 522.

Hedge Fund Ownership: STWD

How many hedge funds hold STWD — quarterly history vs. share price
Quarterly hedge fund ownership of STWD vs. share price

Market Analysis: STWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STWD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: STWD
511 + Investors

Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 511 531 -3.77%
13F Shares 192M 305M -37.0%
Total Value $3.10B $3.26B -4.71%
New Positions 61 71 -10
Increased Positions 193 217 -24
Closed Positions 75 70 +5
Reduced Positions 166 156 +10
Total Calls 7 6 16.67%
Total Puts 14 14 -
PUT/CALL Ratio 2.0 2.33 Bearish

Statistics: STWD

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Institutional Holders (2026 Q2)

511 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STWD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STWD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NFC Investments, LLC 3.44% 826,096 $13.5M
2 Seneca House Advisors 3.34% 577,201 $9.5M
3 Grange Capital, LLC 2.87% 189,945 $3.1M
4 GraniteShares Advisors LLC 1.58% 150,012 $2.5M
5 OmniStar Financial Group, Inc. 1.44% 190,456 $3.1M
6 Argosy-Lionbridge Management, LLC 1.28% 124,025 $2.0M
7 CapWealth Advisors, LLC 1.10% 976,892 $16.0M
8 Valley Wealth Managers, INC. 1.04% 1,098,554 $18.0M
9 Collar Capital Management, LLC 0.99% 102,867 $1.7M
10 Twin Lakes Capital Management, LLC 0.98% 157,198 $2.6M
11 SkyOak Wealth, LLC 0.92% 344,871 $5.6M
12 Leeward Investments, LLC - MA 0.92% 1,238,588 $20.3M
13 Portman Square Capital LLP 0.92% 1,185,700 $19.4M
14 Carmel Capital Partners, LLC 0.89% 165,237 $2.7M
15 Corrado Advisors, LLC 0.87% 114,861 $1.9M
16 One William Street Capital Management, L.P. 0.77% 114,000 $1.9M
17 Advisors Capital Management, LLC 0.74% 4,280,864 $70.1M
18 WJ Financial Advisors LLC 0.70% 58,352 $956K
19 Sargent Investment Group, LLC 0.57% 291,220 $4.8M
20 DLD Asset Management, LP 0.54% 500,000 $8.2M
21 Vision Financial Markets LLC 0.54% 37,700 $617K
22 Truvestments Capital LLC 0.51% 208,379 $3.4M
23 Blue Owl Capital Holdings LP 0.48% 196,355 $3.2M
24 Miller Global Investments, LLC 0.42% 30,790 $504K
25 InTrack Investment Management Inc 0.40% 48,889 $801K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Starwood Ppty Tr Inc (STWD)

What does the Smart Money Trend signal show for STWD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STWD?

Slight buying edge — 52% buying: Last quarter: 263 funds bought or added vs 245 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STWD holders?

Elite ownership — 63% AUM from top-100 funds: 54 of 516 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in STWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STWD?

65% of holders stayed for 2+ years: 340 out of 522 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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